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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Edmund Dale is a financial advisor with Wells Fargo Advisors Financial Network, LLC in LAKE OZARK, MO. Jesse Dale has been in the industry since September 28, 2016 and holds licenses in 45 states. Jesse Edmund Dale is a CERTIFIED FINANCIAL PLANNER™ professional and has experience with a wide range of investment products and services. Jesse Edmund Dale's primary office is located at 2140 BAGNELL DAM BLVD, SUITE 301, LAKE OZARK, MO 65049. In addition, Jesse Edmund Dale also has an office located at 162 Missouri Blvd. Suite A, LAURIE, MO 65038.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
06/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE OZARK MO)
MO
09/29/2016 - 06/03/2024
WELLS FARGO CLEARING SERVICES, LLC (LAURIE MO)
BOTH
Issued 10/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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